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Get Institutions for : 
Dfa Dimensional International Core Equity Market (DFAI)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 426    29
Total shares held : 
 117,036,469  
% of shares held : 
 90.44%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   158  
Amount of shares held : 
 11,736,670  
% of shares held change : 
   9.07%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
41
 3,206,215
 2.74%
 
Increased Positions :
224
 12,596,146
 10.76%
 
Unchanged Positions :
66
 5,394,467
 4.61%
 
Decreased Positions :
95
-3,583,736
-3.06%
 
Closed Positions :
12
-481,955
-0.41%
 
Guru Positions :
1
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   SYM FINANCIAL CORPORATION 1 - 2023-12-31 6,146,997 $176,050,000 -229,072
   COMMONWEALTH EQUITY SERVICES LLC. 273 - 2024-03-31 1,363,157 $41,195,000 -257,685
   UBS Group AG 816 - 2023-12-31 1,267,976 $36,315,000 -108,755
   JFS WEALTH ADVISORS, LLC 13 - 2024-03-31 969,190 $29,289,000 -5,679
   MATHER GROUP, INC. 28 - 2024-03-31 994,980 $28,496,000 -2,060
   Larson Financial Group LLC 8 - 2024-03-31 807,326 $24,397,000 -50,195
   ENVESTNET ASSET MANAGEMENT INC 1023 - 2023-12-31 720,065 $20,623,000 -9,099
   DecisionPoint Financial LLC 4 - 2024-03-31 646,698 $19,116,000 -1,932
   HANSON MCCLAIN, INC. 78 - 2024-03-31 592,041 $17,891,000 -12,226
   AWM CAPITAL LLC 10 - 2024-03-31 583,803 $17,643,000 -25,041
   Goss Wealth Management LLC 163 - 2023-12-31 492,962 $13,975,000 -189,427
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 676 - 2024-03-31 437,359 $13,217,000 -294,119
   MERCER GLOBAL ADVISORS INC /ADV 262 - 2023-12-31 434,026 $12,430,000 -28,541
   MCCORMACK ADVISORS INTERNATIONAL 115 - 2023-12-31 430,624 $12,333,000 -38,382
   Financial Advocates Investment Management 25 - 2024-03-31 400,436 $12,136,000 -22,992
   tru Independence LLC 1 - 2024-03-31 398,778 $12,051,000 -85,065
   Arista Wealth Management LLC 5 - 2024-03-31 395,260 $11,945,000 -665,796
   PINNACLE ASSOCIATES LTD 141 - 2024-03-31 383,301 $11,583,000 -2,224
   Pinnacle Wealth Management Advisory Group LLC 22 - 2024-03-31 383,001 $11,574,000 -2,224
   MONTICELLO WEALTH MANAGEMENT LLC 17 - 2024-03-31 380,581 $11,501,000 -381,774
   JANE STREET GROUP LLC 837 - 2023-12-31 397,823 $11,394,000 -570,432
   KICKSTAND VENTURES LLC. 10 - 2023-12-31 374,259 $10,719,000 -68,775
   Diversified Portfolios Inc. 19 - 2023-12-31 323,223 $9,257,000 -29,046
   Private Advisor Group LLC 310 - 2024-03-31 276,835 $8,366,000 -3,206
   Vista Wealth Management Group LLC 29 - 2024-03-31 243,464 $7,357,000 -23,393
   Shira Ridge Wealth Management 6 - 2024-03-31 231,144 $6,985,000 -4,670
   Helen Stephens Group LLC 11 - 2024-03-31 230,599 $6,969,000 -24,938
   CVA Family Office LLC 20 - 2024-03-31 225,630 $6,819,000 -9,070
   COWA LLC 5 - 2023-12-31 237,203 $6,793,000 -11,535
   Buckingham Strategic Partners 43 - 2023-12-31 224,094 $6,418,000 -16,128
   Apella Capital LLC 56 - 2024-03-31 199,651 $6,021,000 -22,953
   D.B. Root & Company LLC 6 - 2024-03-31 199,249 $6,021,000 -6,592
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 473 - 2023-09-30 223,917 $5,846,000 -3,344
   BAKER BOYER NATIONAL BANK 8 - 2024-03-31 172,860 $5,222,000 -91
   RFG Advisory Group LLC 102 - 2024-03-31 166,858 $5,042,000 -1,983
   Advisor Group Holdings Inc. 1199 - 2023-12-31 175,345 $5,022,000 -20,525
   Silicon Hills Wealth Management LLC 11 - 2023-06-30 171,831 $4,694,000 -18,932
   WARREN AVERETT ASSET MANAGEMENT, LLC 90 - 2023-12-31 156,582 $4,485,000 -12,662
   RBF CAPITAL, LLC 85 - 2023-12-31 155,000 $4,439,000 -10,000
   SOL CAPITAL MANAGEMENT CO 50 - 2024-03-31 141,330 $4,271,000 -1,360
   True Link Financial Advisors LLC 15 - 2024-03-31 127,615 $3,857,000 -1,221
   AdvisorNet Financial Inc 65 - 2024-03-31 119,906 $3,624,000 -44,728
   American Capital Advisory LLC 6 - 2024-03-31 128,903 $3,474,000 -75,665
   Pinnacle Financial Group LLC / IL 19 - 2023-12-31 104,458 $2,992,000 -7,453
   Signature Resources Capital Management LLC 8 - 2024-03-31 103,313 $2,959,000 -5,582
   CARDIFF PARK ADVISORS LLC 52 - 2023-12-31 100,884 $2,889,000 -2,635
   IFP Advisors Inc 173 - 2023-12-31 91,710 $2,627,000 -31,054
   Shearwater Capital LLC 8 - 2024-03-31 83,058 $2,510,000 -53
   Versant Capital Management Inc 28 - 2024-03-31 82,351 $2,489,000 -1,732
   QUARRY HILL ADVISORS LLC 16 - 2024-03-31 73,683 $2,227,000 -24
   Bridge Advisory LLC 27 - 2024-03-31 73,052 $2,208,000 -3,482
   Integrated Wealth Concepts LLC 444 - 2023-12-31 75,617 $2,166,000 -17,156
   RETIREMENT GUYS FORMULA LLC 24 - 2024-03-31 70,467 $2,130,000 -3,158
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 535 - 2023-12-31 70,330 $2,014,000 -59
   MRAZ, AMERINE & ASSOCIATES, INC. 42 - 2023-12-31 68,533 $1,963,000 -4,221
   Leading Edge Financial Planning LLC 15 - 2024-03-31 62,469 $1,888,000 -2,341
   PRINCIPAL SECURITIES INC. 284 - 2024-03-31 62,344 $1,884,000 -1,367
   Annapolis Financial Services LLC 39 - 2024-03-31 61,019 $1,844,000 -245,429
   VALLEY NATIONAL ADVISERS INC 78 - 2024-03-31 58,245 $1,760,000 -297
   Relaxing Retirement Coach 23 - 2023-06-30 64,026 $1,749,000 -91,292
   Rehmann Capital Advisory Group 137 - 2024-03-31 53,397 $1,614,000 -718
   Orion Portfolio Solutions LLC 733 - 2023-12-31 56,350 $1,608,000 -311
   R. W. Roge & Company Inc. 16 - 2024-03-31 50,553 $1,528,000 -6,465
   Mutual Advisors LLC 355 - 2024-03-31 46,940 $1,419,000 -453,519
   Marshall Financial Group LLC 65 - 2024-03-31 46,666 $1,410,000 -11,319
   Total Wealth Planning LLC 45 - 2024-03-31 46,242 $1,397,000 -2,190
   Meritas Wealth Management LLC 18 - 2024-03-31 44,926 $1,358,000 -5,736
   ELEVATE WEALTH ADVISORY INC 24 - 2024-03-31 40,567 $1,226,000 -17,865
   Lakeridge Wealth Management LLC 25 - 2024-03-31 40,329 $1,219,000 -2,309
   Ballentine Capital Advisors Inc 14 - 2024-03-31 36,700 $1,104,000 -227
   WMG Financial Advisors LLC 31 - 2023-12-31 37,987 $1,088,000 -12,684
   Forum Financial Management LP 157 - 2023-12-31 37,804 $1,083,000 -2,853
   GREAT VALLEY ADVISOR GROUP INC. 338 - 2023-12-31 35,439 $1,015,000 -1,898
   Strategic Investment Solutions Inc. /IL 63 - 2023-12-31 26,459 $758,000 -584,522
   Cresset Asset Management LLC 1023 - 2023-12-31 24,801 $710,000 -2,870
   Eldridge Investment Advisors Inc. 92 - 2023-12-31 23,968 $686,000 -227
   Five Oceans Advisors 50 - 2024-03-31 22,237 $672,000 -50
   B.O.S.S. Retirement Advisors LLC 102 - 2024-03-31 21,055 $603,000 -663
   COLLECTIVE FAMILY OFFICE LLC 102 - 2024-03-31 19,711 $596,000 -434
   Financial Synergies Wealth Advisors Inc. 51 - 2024-03-31 19,193 $580,000 -1,460
   Relative Value Partners Group LLC 185 - 2023-12-31 19,744 $565,000 -569
   VanderPol Investments L.L.C. 19 - 2024-03-31 18,451 $558,000 -757
   FIRETHORN WEALTH PARTNERS LLC 73 - 2024-03-31 18,360 $555,000 -4,432
   REDW Stanley Financial Advisors LLC 84 - 2024-03-31 16,109 $487,000 -787
   SOUNDMARK WEALTH MANAGEMENT LLC 47 - 2024-03-31 16,030 $484,000 -831
   Ruedi Wealth Management Inc. - 2023-12-31 16,675 $478,000 -522
   RESOLUTE FINANCIAL LLC 63 - 2022-12-31 17,741 $444,000 -1,594
   BURNEY CO/ 450 - 2023-12-31 14,447 $414,000 -498
   COMERICA BANK 2047 - 2023-12-31 11,771 $337,000 -11,407
   FIRST NATIONAL BANK SIOUX FALLS 102 - 2024-03-31 10,409 $315,000 -4,921
   Tillman Hartley LLC 61 - 2023-12-31 10,577 $303,000 -32
   AXXCESS WEALTH MANAGEMENT LLC 637 - 2023-12-31 10,585 $303,000 -18,150
   ESSEX FINANCIAL SERVICES INC 431 - 2024-03-31 9,418 $285,000 -67
   Hill Investment Group Partners LLC 56 - 2023-12-31 9,465 $271,000 -6,707
   CLEAR INVESTMENT RESEARCH LLC 43 - 2024-03-31 8,862 $268,000 -1
   HB Wealth Management LLC 720 - 2024-03-31 8,153 $246,000 -3,443
   Farther Finance Advisors LLC 521 - 2023-12-31 7,886 $226,000 -755
   Laurel Wealth Advisors Inc. 610 - 2022-12-31 8,586 $215,000 -47,764
   Concord Wealth Partners 212 - 2024-03-31 6,258 $189,000 -695
   MORRIS FINANCIAL CONCEPTS INC. 108 - 2024-03-31 3,414 $103,000 -392
  100 Records found
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